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Here to act in your best interests
Since 2011, I’ve had the opportunity as a financial planner to help my clients navigate through their unique challenges and work toward reaching their financial goals and dreams like purchasing a home, saving for education and planning for a successful retirement.
CERTIFIED FINANCIAL PLANNER™
Bachelor of Science, State University of New York at Oneonta
Master of Business Administration, Dowling College
Visit one of our Locations
New York III - Long Island
1130 RXR Plaza
Uniondale, NY 11556
Working with us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.